+152.5%
JPM vs NXPI
+16.5%
+136.1%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.6% | +0.4% |
| 7D | -0.4% | -2.3% | +1.8% | +0.1% |
| 30D | -1.4% | -4.3% | +2.9% | -0.5% |
| 3M | +13.9% | -24.7% | +38.6% | +20.6% |
| 6M | +23.5% | +9.7% | +13.8% | +17.5% |
| YTD | +11.6% | +3.8% | +7.9% | +7.2% |
| 1Y | +21.4% | +1.6% | +19.8% | +16.7% |
| 3Y | +163.4% | +16.0% | +147.4% | +132.5% |
| 5Y | +152.5% | +16.1% | +136.4% | +110.9% |
| All | +152.5% | +16.5% | +136.1% | +110.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NXPI.
Daily Out/Under-Performance
Portfolio return minus NXPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXPI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded NXPI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling